Synaptic Software
HQ Address
Fusion 1, Parkway, Solent Business Park, Whiteley, PO15 7AA, United Kingdom
Website Address
Business introduction
Financial services research software and management tools
Synaptic Software provides the most comprehensive set of research, price comparison and CRM software solutions available to the UK retail financial services market
Leading the market for over 20 years, Synaptic Software lends power to the performance of UK financial services. Trusted by over 50% of IFAs and the likes of moneysupermarket.com, Synaptic Software is proven to make a difference.
Our complete suite of tools delivers objective, independent and comprehensive information in real-time, while providing a complete audit trail and state-of-the-art due diligence. Powerful research tools include price comparisons through to risk ratings, stochastic modelling and reduction in yield calculators. Our tailored CRM system can transform the efficiency and effectiveness of customer interactions, at every stage of the customer lifecycle. While Synaptic Webline can be integrated into any website, providing end customers with 24/7 access to fully automatic, whole-of-market protection quote and apply capabilities.
Synaptic Software Solutions
Synaptic Analyser
To avoid people being unprepared for retirement, it's more important than ever to ensure that financial advisers have all the relevant facts and figures at their fingertips so they can provide the best advice to their customers. Synaptic Analyser is a great addition to our easy to use set of products,......
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Synaptic Client Care Desktop (CCD)
Developed over many years by working alongside the country's leading financial advisers, compliance consultants and support staff, our client management system is highly scalable and is used by many of the leading networks and national firms. The system offers comprehensive functionality designed to support the entire business process from the very......
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Synaptic Comparator
What does it include? Comprehensive cost evaluation – analyse cost at every level of multiple wrappers Evaluate all options – allows you to examine multiple providers and products in single view Full product range represented – personal pensions, SIPPs, onshore and offshore bonds, ISAs and GIA Etc. How does it work? Industry’s most powerful calculations engine – regularly performs millions......
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Synaptic Modeller
Synaptic Modeller forms part of the Synaptic Research Suite for professional advisers, assisting in financial planning, risk analysis and reporting. Any advisory firm looking to control risk within their investment recommendation processes should consider the several key differentiators that are offered within this module: Contains Moody’s Analytics stochastic engine –projects multiple investment......
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view solutionSynaptic Portfolio Builder
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings. The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios......
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Synaptic Product & Fund
Synaptic Product & Fund Research is the original automated product and fund research tool, built to replace the paper-based tables that were commonplace in the industry in bygone ages. Ever since, Synaptic Software has compiled and distributed financial product information within an application that is recognised for its ease of......
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Synaptic Risk
You can use the Synaptic Risk Ratings to meet FCA requirements around risk and present to clients using attractive and comprehensive risk metrics. The Synaptic Risk table What does it include? ATRQ – The industry’s most widely used Attitude to Risk Questionnaire Risk ratings table – a comprehensive table of the providers’ funds and portfolios represented......
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Synaptic Webline
Everyone agrees that the retirement map has been entirely redrawn with the government’s budget announcements regarding pensions and annuities. Some might think that annuities Armageddon had arrived (there are predictions that up to 90% of the market may disappear). However, the annuity purchase (if not compulsory) must still exist within......
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view solutionSynaptic Webline Protection
The portal was designed in the late 1990’s by financial advisers who foresaw that the Internet could be used to obtain and present comparative quotes from providers and an IT expert from IBM who had the technical know-how to build out their vision. Their legacy is to be found in......
